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Quant Flexi Cap Fund vs Tata Flexi Cap Fund compare
Tata Flexi Cap Fund -Regular Plan-Growth
Quant Flexi Cap Fund-Growth
Chart Comparison
Overview
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| Fund | Tata Flexi Cap Fund -Regular Plan-Growth | Quant Flexi Cap Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3394 Cr | ₹6829 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 06 Sep 2018 | 20 Oct 2008 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 69.17% | % |
| Expense Ratio | 1.94 | 1.78 |
| Manager | Amey Sathe | Sanjeev Sharma |
| ISIN Code | INF277K019K2 | INF966L01457 |
| Exits Load | Tata Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 1 Month | 4.4% | 3.75% |
| 6 Month | 17.26% | 11.97% |
| 1 Year | 2.11% | -11.65% |
| 3 Year | 15.61% | 15.69% |
| 5 Year | 17.21% | 25.63% |
SIP Return Analysis
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 6 Month | 3.96% | 0.87% |
| 1 Year | 14.67% | 3.05% |
| 3 Year | 16.67% | 12.42% |
| 5 Year | 15% | 17.25% |
Rolling Lumpsum Returns
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 1 Year | 13.08% | 10.27% |
| 3 Year | 15.55% | 16.04% |
| 5 Year | 15.57% | 17.5% |
Risk Management
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 11.4% | 17.196% |
| Sharp | 0.75% | 0.641% |
| Beta | 0.8% | 1.114% |
| Alpha | 1.17% | 2.062% |
Fund Managers
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| Name | Amey Sathe | Sanjeev Sharma |
| Total AUM | ₹11910 Cr | ₹39731 Cr |
| Funds Managed | 4 | 22 |
| Tata Flexi Cap Fund -Regular Plan-Growth | Quant Flexi Cap Fund-Growth |
Market Cap
| Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
Quant Flexi Cap Fund-Growth |
|---|---|---|
| Others | 4.9 | 15.95 |
| Large Cap | 61.8 | 60.52 |
| Mid Cap | 14.91 | 12.9 |
| Small Cap | 18.39 | 10.63 |
Sector Allocation
| Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
Quant Flexi Cap Fund-Growth |
|---|---|---|
| Others | 3.18 | 14.46 |
| Energy | 4 | 16.93 |
| Technology | 9.83 | 2.25 |
| Basic Materials | 13.11 | 2.17 |
| Consumer Defensive | 12.23 | 5.73 |
| Industrials | 8.05 | 11.09 |
| Financial Services | 31.2 | 13.52 |
| Real Estate | 2.63 | 2.04 |
| Healthcare | 4.34 | 8.21 |
| Communication Services | 1.14 | 1.55 |
| Consumer Cyclical | 10.3 | 10.56 |
| Utilities | - | 11.51 |
Top Comparisons
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